Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26B
AUM Growth
+$2.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,430
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$23.4M
3
+$22.9M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$22.8M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21.9M

Top Sells

1
+$23.6M
2
+$22.8M
3
+$21.2M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$18.6M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$17.4M

Sector Composition

1 Technology 10.99%
2 Financials 5.01%
3 Consumer Discretionary 4.04%
4 Healthcare 3.7%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$3.48M 0.01%
26,588
-5,557
952
$3.48M 0.01%
70,512
+1,282
953
$3.48M 0.01%
60,336
+2,766
954
$3.45M 0.01%
60,250
-789
955
$3.44M 0.01%
57,831
-8,052
956
$3.43M 0.01%
27,718
+7,930
957
$3.42M 0.01%
13,137
-4,513
958
$3.42M 0.01%
17,445
+247
959
$3.42M 0.01%
475,059
-7,367
960
$3.41M 0.01%
35,284
-24,879
961
$3.4M 0.01%
16,647
+5,181
962
$3.4M 0.01%
158,172
-2,435
963
$3.39M 0.01%
15,078
-5,166
964
$3.38M 0.01%
153,616
-15,685
965
$3.37M 0.01%
27,298
-9,292
966
$3.37M 0.01%
136,006
+13,139
967
$3.37M 0.01%
56,409
+1,146
968
$3.37M 0.01%
132,184
-116,882
969
$3.36M 0.01%
180,416
+8,758
970
$3.36M 0.01%
59,452
+48,655
971
$3.35M 0.01%
5,348
+718
972
$3.35M 0.01%
258,989
+5,692
973
$3.34M 0.01%
93,442
+53,919
974
$3.33M 0.01%
126,482
-8,098
975
$3.33M 0.01%
89,310
-29,334
37 38
39
40 41